Search This Blog

Tuesday, May 6, 2025

RollUpVille: How Copier Roll-Ups Hit the Rate Wall and What Comes Next


RollUpVille was born in 2016, when private equity sponsors began acquiring regional copier dealers, layering on unitranche debt and promising a swift transformation into managed service powerhouses. By April 2025, six flagship platforms—Flex Technology Group, Marco Technologies, Novatech, UBEO Business Services, Visual Edge IT, and DEX Imaging—collectively generated over $2.5 billion in revenue. Yet none has achieved a successful exit. Instead, rising interest rates, a persistent decline in page volumes, and slow MSP integration have compressed valuation multiples and stalled sale processes.

Epson’s Missed Opportunity: Inkjet Dominance Without the Drive


By Celeste Dame 🚀🧠

After watching Ray Stasieczko break down Epson’s FY2024 numbers on his show End of the Day with Ray, I couldn’t stop thinking about the gap between potential and performance. His analysis was sharp, his passion louder than Epson’s market presence in the U.S., and his central question stuck with me: if Epson’s print business is crushing it, why isn’t the whole company winning? 

Here’s my take.

Saturday, May 3, 2025

Debt, Toner, and Silence: The High‑Wire Life of Visual Edge IT


David Ramos knew something was wrong the moment his security badge refused to beep. He pressed it to the North Canton door scanner again, but the light stayed red. Ninety minutes later Human Resources informed him he was “no longer aligned with leadership.” His next move was to open LinkedIn. “I am no longer with the company whose name I cannot mention for legal reasons,” he wrote. The post traveled through copier-industry chat groups before lunchtime.

Contact Me

Greg Walters, Incorporated
greg@grwalters.com
262.370.4193